Custom Tool Build: update_contact
An alternative to voice extractions allowing you to select the data you wish to send to the CRM.
Huge shoutout to for the initial how-to w/ all the tips!
This is included in my prompt:
## Tasks
1. Greet the caller and ask how you can help
- If the user's name includes the word "guest", avoid greeting them by name
- If the user's name doesn't include the word "guest", try greeting them by name
If you're booking appointments, you may also wish to add something like:
----- (you'll have to test it out the find the best verbiage)
2. Book an appointment only after the user's name doesn't include "guest"
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Jakin Harper
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Custom Tool Build: update_contact
Assistable.ai
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